See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $470,523 | $154,117+205.3% | $129,995+262.0% | $139,434+237.5% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.5%+9.0pp | 80.3%+7.2pp |
| Annual return | 13.67% | 32.48%-18.8pp | -137.18%+150.8pp | 372.94%-359.3pp |
| Employer contribution / active EE | $15,625 | $5,289+195.4% | $4,320+261.7% | $4,751+228.9% |
| Participant deferral / active EE | $20,813 | $6,710+210.2% | $5,820+257.6% | $6,710+210.2% |
| Admin fee / account holder | $7,560 | $14,007-46.0% | $10,614-28.8% | $11,403-33.7% |